Long-Term Portfolio Planning Analyst
Core
Develop and maintain complex business and financial models, build Power BI dashboards, and provide analytical insights for long-term portfolio planning, forecasting, and strategic decision-making.
Role type
Senior IC business and financial planning analyst
Builds
Long-range business plans, financial forecasts, Power BI dashboards, and strategic investment cases
Domain
Energy infrastructure (North America) + Financial Planning & Analysis
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial modeling, Power BI development, Scenario analysis, Long-term forecasting, Data validation, Executive reporting, Stakeholder alignment, Strategic thinking
Preferred skills
Power Query/DAX, SAP/MasterPlan/Prometric/BPC, AI tool application, Energy sector background, Capital project experience
Technologies
Power BI, Excel, PowerPoint, SAP, MasterPlan, PPM, BPC
Responsibilities
Develop complex financial models for planning and budgeting; Build automated Power BI reports and scorecards; Participate in annual Long Range Plan cycles; Evaluate portfolio strategies and investment options; Translate analytical findings into recommendations for leadership.
Seniority
Senior, hands-on IC
